Steward Partners Investment Advisory, LLC Idex Corp Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Idex Corp stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 234 shares of IEX stock, worth $40,739. This represents 0.0% of its overall portfolio holdings.

Number of Shares

234

Previous 231 1.3%

Holding current value

$40,739

Previous $49,000 2.04%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$202.75 - $236.06 $608 - $708	3 Added 1.3%	234 $48,000
Q3 2024 Nov 14, 2024	BUY	$190.56 - $214.98 $4,382 - $4,944	23 Added 11.06%	231 $49,000
Q2 2024 Aug 08, 2024	SELL	$198.23 - $241.58 $991 - $1,207	-5 Reduced 2.35%	208 $41,000
Q1 2024 May 15, 2024	BUY	$205.04 - $245.87 $410 - $491	2 Added 0.95%	213 $51,000
Q4 2023 Feb 12, 2024	SELL	$187.0 - $217.11 $642,906 - $746,424	-3,438 Reduced 94.22%	211 $45,000
Q3 2023 Nov 13, 2023	SELL	$203.81 - $228.73 $253,539 - $284,540	-1,244 Reduced 25.42%	3,649 $759,000
Q2 2023 Aug 14, 2023	BUY	$199.16 - $229.23 $66,121 - $76,104	332 Added 7.28%	4,893 $1.05 Million
Q1 2023 May 15, 2023	BUY	$215.74 - $239.68 $121,893 - $135,419	565 Added 14.14%	4,561 $1.05 Million
Q4 2022 Feb 15, 2023	BUY	$197.11 - $242.01 $740,936 - $909,715	3,759 Added 1586.08%	3,996 $911,000
Q2 2022 Aug 04, 2022	BUY	$173.06 - $198.72 $692 - $794	4 Added 1.72%	237 $43,000
Q1 2022 May 02, 2022	SELL	$183.29 - $235.52 $2,382 - $3,061	-13 Reduced 5.28%	233 $45,000
Q4 2021 Feb 08, 2022	SELL	$205.78 - $239.5 $823 - $958	-4 Reduced 1.6%	246 $58,000
Q3 2021 Nov 12, 2021	BUY	$206.95 - $228.77 $34,353 - $37,975	166 Added 197.62%	250 $52,000
Q2 2021 Aug 13, 2021	BUY	$211.78 - $228.15 $2,753 - $2,965	13 Added 18.31%	84 $18,000
Q4 2020 Feb 11, 2021	BUY	$168.73 - $199.2 $1,856 - $2,191	11 Added 18.33%	71 $14,000
Q2 2019 Jul 25, 2019	BUY	$150.57 - $172.14 $9,034 - $10,328	60 New	60 $10,000
Q4 2018 Jan 15, 2019	SELL	$118.64 - $151.11 $7,118 - $9,066	-60 Closed	0 $0
Q2 2018 Jul 20, 2018	BUY	$132.58 - $145.63 $2,784 - $3,058	21 Added 53.85%	60 $8,000
Q3 2017 Nov 22, 2017	SELL	$112.96 - $123.58 $225 - $247	-2 Reduced 4.88%	39 $4,000
Q2 2017 Nov 22, 2017	SELL	N/A	-83 Reduced 66.94%	41 $4,000
Q1 2017 Nov 22, 2017	BUY	N/A	124	124 $11,000

Others Institutions Holding IEX

# of Institutions

677

Shares Held

74.3M

Call Options Held

35K

Put Options Held

28.9K

View Full List

About IDEX CORP

Ticker IEX
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 75,421,104
Market Cap $13.1B
Description
IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, s...

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Steward Partners Investment Advisory, LLC Idex Corp Transaction History